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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,763 | $89,370+175.0% | $141,197+74.1% | $72,976+236.8% |
| Participation rate | 84.8% | 75.1%+9.7pp | 82.5%+2.3pp | 69.5%+15.3pp |
| Annual return | 23.42% | 111.88%-88.5pp | 71.41%-48.0pp | 81.02%-57.6pp |
| Employer contribution / active EE | $3,337 | $3,115+7.1% | $4,736-29.5% | $2,440+36.8% |
| Participant deferral / active EE | $9,822 | $5,419+81.3% | $6,710+46.4% | $3,608+172.3% |
| Admin fee / account holder | $8,652 | $5,957+45.2% | $10,265-15.7% | $5,124+68.8% |